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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,072 | $110,551-95.4% | $80,741-93.7% | $167,536-97.0% |
| Participation rate | 63.2% | 64.0%-0.8pp | 54.2%+9.0pp | 82.1%-19.0pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $793 | $1,543-48.6% | $1,160-31.7% | $4,839-83.6% |
| Participant deferral / active EE | $2,880 | $2,870+0.3% | $2,145+34.2% | $6,342-54.6% |
| Admin fee / account holder | $119 | $4,547-97.4% | $3,380-96.5% | $12,315-99.0% |